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9 results found
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9 votes
Cassandra Scott
shared this idea
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446 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Cassandra Scott
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167 votesCassandra Scott
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146 votesCassandra Scott
shared this idea
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181 votes
An error occurred while saving the comment Cassandra Scott
commented
My support x 1000 for this request - this would turn a great function in Xero to a bloody awesome function in Xero, and cut out a lot of duplication of effort
Cassandra Scott
supported this idea
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227 votes
An error occurred while saving the comment Cassandra Scott
commented
With the current environment of cyber breaches, a businesses branding is becoming more relevant than ever. We need to be able to provide clients with documents that are consistent with each other and the branding theme we choose - Remittance Advice are a part of our document set. If customers see consistency with our branding, receiving something that is "off brand" can be the red flag that they need to investigate further.
Cassandra Scott
supported this idea
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23 votes
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33 votes
Thanks for your feedback so far, everyone.
We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues.📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂
Cassandra Scott
supported this idea
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An error occurred while saving the comment Cassandra Scott
commented
This is going to become a far bigger issue with the expansion of STP2 - anything that can be done to mitigate payroll errors is highly valuable. While payroll reporting is one of the issues compromised if an ABN changes in a file, there are other issues that can occur as well. Best practice drives a single ABN to a single Xero file. Trying to manipulate a Xero file across 2 ABNs is fraught, and false economy
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38 votesCassandra Scott
supported this idea
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Need to mirror the functionality of other areas in Xero where documents are attached - a simple drop and drag into the body of the invoice is needed, not having to open a files option, and then drop and drag. Removing this functionality is retrospective.
While it is easy to say "it is only another click", in high volume environments, this equates to time and friction in the workflow.
The ability to add a file in the most simple way is needed - this was one of the MAJOR selling points of Xero in the beginning - it was innovative, and intuitive to use, and removing it diminishes the experience.